All true, it will take a while for EV supply to catch up with demand, and Tesla is in a very good position, they seem to have locked in a lot of battery supply, their production is very efficient and they have much better margins than all other manufacturers. Most traditional manufacturers sell EV´s at a loss, and talk about 50% EV´s in 2030, which seems far to little too late, I think they´ll need to move much faster if they want to avoid bankruptcy.

I do think Tesla´s position is very similar to Ford´s position over a hundred years ago. Ford initially had all the same advantages with the T model. Yet Ford was overtaken in the 1920´s by GM who started segmenting the market, giving customers different brands, models and options to choose from.

For the coming years no manufacturer will be able to really compete with Tesla, but I do think Tesla will need to introduce more models and start covering more niches in the car market.